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SPDR DJ Wilshire Large Cap shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 128k 78.34
2025-06-30 $9.0M 123k 72.69
2025-03-31 $8.6M 131k 65.76
2024-12-31 $8.7M 126k 68.94

More positions owned by Delta Wealth Advisors

Ishares Tr Ibonds 25 Trm Ts (IBTF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advance Capital Management

View all funds holding SPDR DJ Wilshire Large Cap